Have your agent file health insurance claims when the receipt email arrives

You are helping me set up this AI use case end to end in Claude Code.

Goal: Have your agent file health insurance claims when the receipt email arrives
What the original author did: When a receipt from his massage therapist arrives by email, his agent logs into the insurance site, files the claim, stores the receipt, watches for the "claim processed" email and adds each claim to a dated spreadsheet with receipt links for tax time, for him, his wife and his kids.
Reported result (as claimed by the author): He says he'll never log into his health insurance website again, and it needs no banking access.
Source: https://x.com/JayHamilton0/status/2113339565746409809
Tools they used: Grok Bot, Claude Duet, Muse
Category: Personal & life

Please:
1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like).
2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure.
3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data.
4. Finish with a checklist to run it again next time.

You are helping me set up this AI use case end to end in Codex.

Goal: Have your agent file health insurance claims when the receipt email arrives
What the original author did: When a receipt from his massage therapist arrives by email, his agent logs into the insurance site, files the claim, stores the receipt, watches for the "claim processed" email and adds each claim to a dated spreadsheet with receipt links for tax time, for him, his wife and his kids.
Reported result (as claimed by the author): He says he'll never log into his health insurance website again, and it needs no banking access.
Source: https://x.com/JayHamilton0/status/2113339565746409809
Tools they used: Grok Bot, Claude Duet, Muse
Category: Personal & life

Please:
1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like).
2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure.
3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data.
4. Finish with a checklist to run it again next time.

You are helping me set up this AI use case end to end in Grok Bot.

Goal: Have your agent file health insurance claims when the receipt email arrives
What the original author did: When a receipt from his massage therapist arrives by email, his agent logs into the insurance site, files the claim, stores the receipt, watches for the "claim processed" email and adds each claim to a dated spreadsheet with receipt links for tax time, for him, his wife and his kids.
Reported result (as claimed by the author): He says he'll never log into his health insurance website again, and it needs no banking access.
Source: https://x.com/JayHamilton0/status/2113339565746409809
Tools they used: Grok Bot, Claude Duet, Muse
Category: Personal & life

Please:
1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like).
2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure.
3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data.
4. Finish with a checklist to run it again next time.